Tools & Resources

Advanced Investing

Investor Toolbox

Analyze stocks and set watch lists through the same online investing software that Phil Town uses.

Advanced Investing

Cheat Sheet for Smarter Investing

Learn what 10 steps you should take to make smarter investing decisions and create a financially-free life.

Advanced Investing,Rule #1 Calculators

Sales Growth Rate Calculator

Use this calculator to determine the Sales Growth Rate, or rate a company has grown its sales year over year.

Advanced Investing,Rule #1 Calculators

Sticker Price & Margin of Safety Calculator

Use this calculator to determine if you can buy the company safely to make a 15% return over a 10 year period.

Advanced Investing

Stock Options - Your Guide to Options Trading

Find out what options trading is, how it differs from buying stocks, and how to get started.

Advanced Investing

The Rule of 72 Cheat Sheet

This simple trick will help you figure out how long your investment will take to double and how compound interest can accelerate your savings.

Beginner Investing,Value Investing Resources

"3 Circles" Exercise Guide

Use this exercise to find businesses that match your values and lifestyle.

Beginner Investing

How to Invest Money

Reach your financial goals by following this simple guide on how to invest money and grow your wealth.

Beginner Investing,Inspire Me

IQ Quiz

Take this short quiz to measure your investing knowledge and learn which investing strategies will work best for you and your investing goals.

Beginner Investing,Value Investing Resources

Start Investing in 10 Simple Steps

Follow these 10 steps to make smarter investing decisions toward financial freedom.

Beginner Investing,Rule #1 Resources

Beginner’s Guide to Investing in 2021

7 easy steps to get started and make your first Investment. Get closer to reaching your financial goals with this strategic roadmap.

Beginner Investing

Transformational Investing Webinar

In less than an hour, walk away knowing how to start managing your own portfolio with a proven method for generating low-risk, high-return investments.

Beginner Investing

Types of Investments

Explore the different types of investments out there so that you can determine the best one for you.

Inspire Me

Investing Books

Here's a list of 20 of the best investing books out there, including some of Warren Buffett's favorites as well.

Beginner Investing,Inspire Me

IQ Quiz

Take this short quiz to measure your investing knowledge and learn which investing strategies will work best for you and your investing goals.

Inspire Me

Small Investment Practices to Make More Money

Reduce investing risk and make more money by following these smart investing practices.

Inspire Me

Best Investors in the World Guide

Get inspired by the accomplishments

Inspire Me

The Best of the InvestED Podcast

Learn how to make your first trade, the importance of value investing, and much more by listening to these hand-picked Rule #1 InvestED Podcast episodes

Inspire Me

6 Money Traps to Avoid in Your 40s

As you get older and priorities shift, it’s time to start really planning out your financial future. Here are 6 money traps to avoid in your 40s.

Inspire Me

Warren Buffett Book of Quotes

Quotes and tips from one of the world’s greatest investing gurus.

Retirement

How to Have Investing as a Side Job

Watch this video for some tips on how to make investing your new side job, and what it takes to be a successful investor.

Retirement

Market Crash-Proof Your Retirement

Recessions aren't always a lose-lose situation- follow these steps to take advantage of the unique opportunities a recession presents.

Retirement

Retirement Calculator

Find out exactly how much you’ll need to save and invest in order to retire comfortably.

Retirement

Retirement Quiz

Take this short retirement quiz to find out if you're prepared for a comfortable lifestyle after work.

Retirement

401K Plans: What You Don't Know

Watch this video to find out how 401(k) plans came to exist, what to be aware of today, and how to determine if your company 401(k) retirement plan is right for you.

Rule #1 Calculators

Market Cap Calculator

Use this calculator to understand the relationship between share price and number of shares outstanding.

Rule #1 Calculators

Find the Right Calculator

Utilize an investment calculator to determine whether investing in a particular stock is a good idea or not.

Rule #1 Calculators

Payback Time Calculator

Use this calculator to find out how long it will take you to get your investment back, based on the company's historical earnings stream.

Rule #1 Calculators

Equity AKA Book Value Per Share

This calculator determines the rate a company has grown its Equity, or Book Value Per Share.

Rule #1 Calculators

Retirement Time Calculator

This calculator determines your future annual cash needs, annual savings needed and total future savings.

Rule #1 Calculators

EPS Growth Rate

This calculator determines Earnings Per Share, one of the 'Big 5 Numbers' required to know whether a company is a wonderful business to invest in.

Rule #1 Calculators

ROIC Calculator

Use the Return on Invested Capital Calculator to determine if a business is well managed.

Advanced Investing,Rule #1 Calculators

Sales Growth Rate Calculator

Use this calculator to determine the Sales Growth Rate, or rate a company has grown its sales year over year.

Advanced Investing,Rule #1 Calculators

Sticker Price & Margin of Safety Calculator

Use this calculator to determine if you can buy the company safely to make a 15% return over a 10 year period.

Rule #1 Calculators

"Operating Cash" Growth Rate

This calculator determines if the operating cash flow trend within a company makes it good enough to invest in.

Rule #1 Resources

How To Create a Stock Watchlist video

Watch this video to learn the importance of a stock watchlist and the steps you need to take to set up a stock watchlist of your own.

Rule #1 Resources

Map Out Your Investing Journey

Learn how to plan, save, and invest at any age so you can build your financial freedom.

Rule #1 Resources

Financial Success Planner

Set up your most successful year yet with this 12 Month Financial Success Planner.

Rule #1 Resources

Rule #1 Free Online Course

Start learning how to invest from 3x New York Times Best-Selling Author, Phil Town, with this FREE online course.

Beginner Investing,Rule #1 Resources

Beginner’s Guide to Investing in 2021

7 easy steps to get started and make your first Investment. Get closer to reaching your financial goals with this strategic roadmap.

Rule #1 Resources

The Rule #1 Quick Start Guide

Start your path to financial freedom with this guide, featuring highlights from Phil Town's New York Times best-selling books.

Stock Market

How to Invest During the Recession

Read how you can use recessions to your advantage to build a strong portfolio and potentially make wealth.

Stock Market

How to Invest During a Pandemic

Know what to do with your investments during major events, such as a pandemic, so you can thank yourself later.

Stock Market

How to Pick the Best Stocks

Follow these 5 tips to pick the right businesses to invest in and start creating generational wealth.

Stock Market

Market Crash Guide

Prepare for the next market crash and know how to benefit from market volatility with this guide.

Beginner Investing,Value Investing Resources

"3 Circles" Exercise Guide

Use this exercise to find businesses that match your values and lifestyle.

Value Investing Resources

The Value Investing Cheat Sheet

Understand the key differences used in value investing and where to start when researching companies to invest in.

Value Investing Resources

How to Invest in Stocks

Learn everything you need to know about stocks, including how to find them and how to buy them.

Value Investing Resources

Free Online Investing Course

Start learning how to invest from 3x New York Times Best-Selling Author, Phil Town, with a FREE online course.

Value Investing Resources

Big 5 Numbers

A cheat sheet to the 5 numbers that matter most when calculating Rule #1 investments.

Beginner Investing,Value Investing Resources

Start Investing in 10 Simple Steps

Follow these 10 steps to make smarter investing decisions toward financial freedom.

Value Investing Resources

The Four M’s

Invest with confidence using these proven rules, tips, and strategies.

Value Investing Resources

Understanding Market Cap

Make smarter investing choices by understanding how to calculate a company's market capitalization.